Swiggy’s Q4 FY25 Results vs Zomato, Founder Lessons, and the US Bitcoin Push

The ASYMMETRIC Crew today:

Revant Bhate: Founder, Mosaic Wellness
Shantanu Deshpande: Founder, Bombay Shaving Company
Deepak Garg: Founder at AnywhereJobs

00:00 Coming up

01:24 Intro and Welcome, Deepak!

03:55 Understanding Bitcoin Treasury Companies

06:01 DG's satoshiwealth.com

08:39 How do Bitcoin treasury companies work?

15:30 How did this company go from $10M to $2B?

19:10 Bitcoin vs Gold

26:29 Triffin's dilemma

30:29 Why is the US strategically pushing Bitcoin?

34:01 Why stablecoins matter in the US

36:35 Liquidity and VC market dynamics

41:02 Macro trends and founder decision-making

47:09 Lift weights for better business results

51:00 Understanding market cycles through historical context

53:56 Zomato vs. Swiggy Q4 results

01:05:17 Who will be the top 3 companies in consumer tech in 2035?

01:09:16 The importance of narrative in business

01:16:21 What should Zomato focus on?

01:20:57 Flipkart IPO?

01:23:33 The economics of quick commerce

01:30:16 Concluding thoughts

Swiggy Q4 FY25 Results:
https://docs.google.com/spreadsheets/d/1xv5gK0ZrD6A-M3HR0AOVhRwj4EMUTEIzdmkdekYMvCc/edit?gid=0#gid=0

Видео Swiggy’s Q4 FY25 Results vs Zomato, Founder Lessons, and the US Bitcoin Push канала ASYMMETRIC Podcast